+138.7%
EQT vs PODD
+692.2%
-553.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +3.0% | +1.0% |
| 7D | -1.2% | -10.6% | +9.4% | +0.7% |
| 30D | +1.1% | -6.9% | +8.0% | +2.2% |
| 3M | +4.8% | -10.6% | +15.4% | +6.0% |
| 6M | -10.6% | -43.5% | +32.9% | -3.0% |
| YTD | +3.4% | -52.6% | +56.1% | +15.4% |
| 1Y | +8.7% | -60.1% | +68.8% | +24.6% |
| 3Y | +35.0% | -21.7% | +56.6% | +35.4% |
| 5Y | +204.2% | -54.6% | +258.8% | +225.8% |
| 10Y | +52.5% | +228.2% | -175.7% | +5.4% |
| All | +138.7% | +692.2% | -553.5% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling